All looks ok to me. Cash position a bit light on relative to my expectations (~$350m) but seems like a sales timing issue with 4 cargos sent in October (post quarter end), they also gave a US$5m loan to US for early earthworks.. I suppose I underestimated the exploration spend too. Bring on the T3/A4 study.
Ann: Sandfire September 2020 Quarterly Report, page-2
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